A Selection of Articles
- Problems with Co-Personal Representatives (why we draft our documents with only one Personal Representative/Trustee serving at a time)
- The SECURE Act of 2019 and Trusts
- The Good Life – Including Family Members in Estate Planning
- HIPAA law
- Joint Accounts and Beneficiaries
- Trusts for Disabled Children
- Medicaid & Estate Planning: What Not to Do
- Financing a Property Titled in Trust
- Irrevocable Trusts (article)
- Gifting considerations (article)
- Supplemental Needs Trusts Permissible Distributions (list)
- Funeral Arrangements
- Serving as Agent Under a Power of Attorney
- Serving as Trustee of a Revocable Trust